professional profile
Kellie M Masters, CFP
Overview
Kellie M Masters is an insurance agent and an investment adviser representative based in West Des Moines, IA, with 18 years in the industry.
- Years in the industry
- 18
- States licensed
- 1
- States registered
- 2
- Exams passed
- 1
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 2 states
2 lines of authority, with every state and its dates
Firms
- Wealth Advisors of Iowa, LLCCurrent firm
Employment history since 2012
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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